Over 200 editable templates tailored for Agile Scrum, Waterfall, and PRINCE2 frameworks

Mark Whitfield’s premium project management toolkit consists of over 200 editable templates tailored for Agile Scrum, Waterfall, and PRINCE2 frameworks. Built across 30+ years of digital and IT delivery, these frameworks prioritize corporate governance, seamless stakeholder reporting, and visual lifecycle control.

Example of many plan on a page poap ppt templates
Many POAP, Plan on a Page example templates

Below is the comprehensive, scannable breakdown of the core artifacts categorized by lifecycle focus, purpose, and application format. Purchase project templates here.


📅 1. Master Planning & Visual Roadmapping

These tools serve as the operational foundation for tracking dependencies, defining Work Breakdown Structures (WBS), and establishing executive visibility.

  • Detailed Software Development Life-Cycle (SDLC) Plan
    • Focus: End-to-end task tracking from inception and elaboration to construction, testing, and transition.
    • Format: Microsoft Project (.mpp) & Microsoft Excel (.xlsx).
    • Source Page: Mark Whitfield PMO Toolkit
  • PRINCE2 7th Edition Master Project Plan
    • Focus: Standardized governance processes structured according to the latest PRINCE2 methodology.
    • Format: Microsoft Project (.mpp) & Microsoft Excel Gantt Tracker.
    • Source Page: Mark Whitfield PRINCE2 Master Walkthrough
  • Plan on a Page (POaP) Blueprint
    • Focus: High-level, timeline-focused visual summaries mapping deliverables and milestones to client monthly views.
    • Format: Microsoft PowerPoint (.pptx, 30+ layout variations) & MS Excel.
    • Source Page: Mark Whitfield POaP Templates
Example MS Excel Project Plan template
Example MS Excel Project Plan template

🛡️ 2. Risk, Governance & Operational Control

These registers form the “engine room” of project health management, shifting risk mitigation from reactive to predictive.

  • Comprehensive RAID Log & Tracker
    • Focus: Integrated visibility over Risks, Actions, Issues, and Dependencies, alongside change requests and supplier impacts.
    • Format: Microsoft Excel (.xlsx featuring self-populating chart dashboards).
    • Source Page: Mark Whitfield Operational Tracking Tools
  • Agile Story Dependency Tracker
  • RACI Matrix
    • Focus: Mapping roles and responsibilities across project deliverables (Responsible, Accountable, Consulted, Informed).
    • Format: Microsoft Excel (.xlsx).
    • Source Page: Mark Whitfield Folder Structure & Guide
Example MS Excel RACI matrix template
Example MS Excel RACI matrix template

📊 3. Performance reporting & Stakeholder Engagement

Designed to eliminate subjective performance analysis and maintain executive-level clarity.

  • Weekly / Monthly Project Status Report
    • Focus: Summarizing target completion, look-aheads, RAG indicators, and critical decisions for clients.
    • Format: Microsoft Word (.doc) & Microsoft PowerPoint (.pptx).
    • Source Page: Mark Whitfield Premium Delivery Page
  • Stakeholder Analysis & Influence Matrix
    • Focus: Mapping stakeholder influence versus organizational impact to tailor communication (Involve, Inform, Consult, Monitor).
    • Format: Microsoft Excel (.xlsx).
    • Source Page: Mark Whitfield Folder Structure & Guide
  • Project / Programme Kick-Off Deck
    • Focus: Initial team mobilization, workspace onboarding, and client approach alignment.
    • Format: Microsoft PowerPoint (.pptx).
    • Source Page: Mark Whitfield Main Purchase Index
Example PPT slide for Org. Structure
Example PPT slide for Org. Structure

💰 4. Financial Trackers & Value Realization

These artifacts manage fiscal discipline, pricing bids, and mapping long-term outputs to business outcomes.

  • Full Project Financial Tracker
    • Focus: Internal/external cost variance, forecasting models, contractor day rates, margin tracking, and expense visibility.
    • Format: Microsoft Excel (.xlsx with embedded financial trend charts).
    • Source Page: Mark Whitfield Premium Delivery Page
  • Statement of Work (SOW) Templates
    • Focus: Work order structuring and delivery guardrails for both commercial Waterfall and Agile contracts.
    • Format: Microsoft Word (.doc).
    • Source Page: Mark Whitfield Operational Tracking Tools
  • Benefits Realization Analysis Tracker
    • Focus: Comparing projected baseline targets with actual organizational outcomes post-deployment.
    • Format: Microsoft Excel (.xlsx).
    • Source Page: Mark Whitfield Premium Delivery Page
Example Excel Project Financial Tracker
Example Excel Project Financial Tracker

🏃 5. Agile Delivery Tools

Alternative visual logs created for environments where dedicated software like Jira or Azure DevOps is unavailable.

  • Agile Burn Down & Burn Up Charts
    • Focus: Visualizing sprint velocity, work remaining, and scope creep across iterative delivery cycles.
    • Format: Microsoft Excel (.xlsx with automatic mathematical plotting).
    • Source Page: Mark Whitfield Folder Structure & Guide
  • MS Teams Planner & To-Do Guide
    • Focus: Step-by-step framework configuration for running Kanban-style card streams in the cloud.
    • Format: Microsoft Word Walkthrough (.docx).
    • Source Page: Mark Whitfield Master Index
Example Agile Scrum Burn Up Chart
Example Agile Scrum Burn Up Chart
Example Agile Scrum Burn Down Chart
Example Agile Scrum Burn Down Chart

Over 200 editable templates for both Agile & Waterfall / PRINCE2 frameworks

Mark Whitfield’s Project Management (PM) methodology relies on over 200 editable templates tailored for both Agile Scrum and Waterfall / PRINCE2 frameworks. Developed over 24 years of IT and digital delivery, the toolkit focuses on high-level reporting, rigorous risk control, and visual tracking to align teams with corporate governance.

Over 200 editable templates for both Agile & Waterfall / PRINCE2 frameworks
An example of many Plan On a Page
(POAP) templates

Templates by Category and Methodology

1. Detailed Planning & Scheduling

  • Methodology: Mapped to the Software Development Life Cycle (SDLC) for both sequential Waterfall phases and iterative Agile sprints.
  • Templates:
    • Microsoft Project (MPP): Fully loaded schedules detailing project inception, elaboration, construction, and transition.
    • Excel Detailed Plans: Work Breakdown Structure (WBS) mapped to sequential and date-driven task management with built-in RAG (Red/Amber/Green) status indicators.

2. Visual Reporting & Execution (Plan on a Page)

  • Methodology: Focuses on structural, executive communication to prevent scope creep and keep stakeholders aligned.
  • Templates:
    • POaP (Plan on a Page): High-level visual summaries designed for client presentations and quick-glance milestone tracking in Excel and PowerPoint.
    • Burn-up / Burn-down Charts: Visual tracking metrics used in Agile Sprints to show progress towards delivery goals.

3. Risk & Governance Control

  • Methodology: Built on strict risk/action tracking and regular lessons learned to manage uncertainty throughout the project lifecycle.
  • Templates:
    • RAID Log: Centralized Excel trackers recording Risks, Actions, Issues, and Dependencies.
    • Change Requests/Decisions Log: Supplementary tabs within the RAID register to strictly manage scope changes and project governance.

4. Financial Trackers

  • Methodology: Ensures project adherence to contracted margins, tracking both internal/external costs and resource efforts.
  • Templates:
    • Budget & Resource Trackers: Spreadsheets for forecasting versus actual expenses, variance calculations, expense reporting, and margin tracking with pivot-table readiness.

5. Team RACI & Status Reporting

  • Methodology: Clearly defines stakeholder roles and communication frequencies (weekly/monthly) to ensure continuous monitoring and control.
  • Templates:
    • RACI Matrix: A mapping tool defining who is Responsible, Accountable, Consulted, and Informed.
    • Weekly Status Reports: Word/Excel templates detailing internal and external project health, current milestones, and upcoming sprints.

To explore the entire toolkit, you can visit the Mark Whitfield PROject Templates portal.

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